Travelers Companies, Inc.
TRV- Exchange
- NYSE
- Industry
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0000086312
In the last 90 days, Travelers Companies, Inc. insiders filed 0 open-market purchases and 9 sales; 1,869 institutions reported holding it in 13F filings for Q2 2026, worth $61.0B in total; Semper Augustus is the only superinvestor holding it.
13F holders, Q3 2021
Institutional positions in Travelers Companies, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,137
- +15 vs. Q2 2021
- Shares held
- 204.3M
- −4.23M (−2.0%) vs. Q2 2021
- Total value
- $31.1B
- +$341.9M (+1.1%) vs. Q2 2021
- New holders
- 92
- 405 more added
- Sold out
- 77
- 369 more reduced
16 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TRV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,869 | $61.0B |
| Q1 2026 | 1,805 | $52.1B |
| Q4 2025 | 1,780 | $53.8B |
| Q3 2025 | 1,681 | $51.9B |
| Q2 2025 | 1,639 | $50.7B |
| Q1 2025 | 1,645 | $49.8B |
| Q4 2024 | 1,590 | $45.6B |
| Q3 2024 | 1,471 | $44.0B |
| Q2 2024 | 1,415 | $38.8B |
| Q1 2024 | 1,452 | $43.6B |
| Q4 2023 | 1,334 | $36.0B |
| Q3 2023 | 1,260 | $30.5B |
| Q2 2023 | 1,288 | $32.5B |
| Q1 2023 | 1,270 | $32.3B |
| Q4 2022 | 1,304 | $36.0B |
| Q3 2022 | 1,204 | $29.7B |
| Q2 2022 | 1,222 | $33.1B |
| Q1 2022 | 1,277 | $36.0B |
| Q4 2021 | 1,229 | $31.3B |
| Q3 2021 | 1,137 | $31.1B |
| Q2 2021 | 1,138 | $31.0B |
| Q1 2021 | 1,172 | $31.5B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Travelers Companies, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sigma Planning Corp | 6,900 | $1.05M | 0.03% | −1,877−21.4% | Reduced |
| Eagle Capital Management LLC | 6,900 | $1.05M | 0.00% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 6,875 | $1.04M | 0.34% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 6,506 | $1.04M | 0.21% | −90−1.4% | Reduced |
| Corsicana & Co. | 6,849 | $1.04M | 0.66% | +120+1.8% | Added |
| Bessemer Group Inc | 6,808 | $1.03M | 0.00% | +3,198+88.6% | Added |
| Cerity Partners LLC | 6,785 | $1.03M | 0.02% | −124−1.8% | Reduced |
| Resources Management Corp | 6,699 | $1.02M | 0.15% | −50−0.7% | Reduced |
| Arrow Financial Corp | 6,649 | $1.01M | 0.13% | +1,275+23.7% | Added |
| Tocqueville Asset Management L.P. | 6,641 | $1.01M | 0.01% | +4+0.1% | Added |
| Seven Eight Capital, LP | 6,603 | $1.00M | 0.10% | −20,900−76.0% | Reduced |
| Cubic Asset Management, LLC | 6,596 | $1.00M | 0.25% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 6,582 | $1.00M | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 6,538 | $994.0K | 0.02% | +6,538 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,500 | $988.0K | 0.00% | +800+14.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,494 | $987.0K | 0.10% | −52−0.8% | Reduced |
| Connolly Sarah T. | 6,476 | $985.0K | 0.81% | −155−2.3% | Reduced |
| Venture Visionary Partners LLC | 6,444 | $979.0K | 0.07% | −256−3.8% | Reduced |
| Bard Financial Services, Inc. | 6,435 | $978.0K | 0.09% | 00.0% | Unchanged |
| Academy Capital Management Inc | 6,405 | $974.0K | 0.16% | −300−4.5% | Reduced |
| Dudley & Shanley, Inc. | 6,400 | $973.0K | 0.17% | −52,300−89.1% | Reduced |
| Fiduciary Trust Co | 6,372 | $968.0K | 0.02% | −250−3.8% | Reduced |
| Fifth Third Bancorp | 6,274 | $954.0K | 0.00% | +170+2.8% | Added |
| Baker Tilly Wealth Management, LLC | 6,216 | $945.0K | 0.12% | +1,027+19.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,116 | $930.0K | 0.01% | +61+1.0% | Added |
| Trust Co of Vermont | 6,101 | $927.0K | 0.07% | −280−4.4% | Reduced |
| Ballast, Inc. | 6,064 | $921.0K | 0.39% | +139+2.3% | Added |
| Institute for Wealth Management, LLC. | 6,041 | $918.0K | 0.16% | +153+2.6% | Added |
| Studio Investment Management LLC | 5,968 | $907.0K | 0.39% | +5,968 | New |
| Orrstown Financial Services Inc | 5,961 | $906.0K | 1.43% | −546−8.4% | Reduced |
| Acadian Asset Management LLC | 5,970 | $906.0K | 0.00% | +4,635+347.2% | Added |
| Redpoint Investment Management Pty Ltd | 5,914 | $899.0K | 0.08% | 00.0% | Unchanged |
| Markston International LLC | 5,894 | $896.0K | 0.84% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 5,861 | $891.0K | 0.66% | +602+11.4% | Added |
| Rosenbaum Jay D. | 5,830 | $887.0K | 1.47% | −23−0.4% | Reduced |
| Banque Cantonale Vaudoise | 5,838 | $887.0K | 0.04% | 00.0% | Unchanged |
| Ieq Capital, LLC | 5,826 | $886.0K | 0.02% | +301+5.4% | Added |
| Citadel Advisors LLC | 5,816 | $884.0K | 0.00% | −410,518−98.6% | Reduced |
| Veriti Management LLC | 5,765 | $876.0K | 0.12% | +99+1.7% | Added |
| Weik Capital Management | 5,725 | $870.0K | 0.36% | −1,875−24.7% | Reduced |
| Spire Wealth Management | 5,704 | $867.0K | 0.02% | −63,226−91.7% | Reduced |
| Gotham Asset Management, LLC | 5,700 | $866.0K | 0.04% | −973−14.6% | Reduced |
| Ropes Wealth Advisors LLC | 5,607 | $852.0K | 0.14% | −463−7.6% | Reduced |
| Wealthfront Advisers LLC | 5,592 | $850.0K | 0.00% | +1,095+24.3% | Added |
| Oak Associates, Ltd | 5,546 | $843.0K | 0.05% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 5,480 | $833.0K | 0.02% | 00.0% | Unchanged |
| Roundview Capital LLC | 5,411 | $823.0K | 0.09% | −63−1.2% | Reduced |
| Cetera Advisors LLC | 5,414 | $823.0K | 0.02% | +703+14.9% | Added |
| Ontario Teachers Pension Plan Board | 5,416 | $823.0K | 0.00% | +1,202+28.5% | Added |
| AMG National Trust Bank | 5,403 | $821.0K | 0.03% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,395 | $820.0K | 0.01% | +5,395 | New |
| Cresset Asset Management, LLC | 5,354 | $814.0K | 0.01% | +89+1.7% | Added |
| Signaturefd, LLC | 5,331 | $810.0K | 0.03% | +993+22.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,309 | $807.0K | 0.00% | −230,825−97.8% | Reduced |
| Ritholtz Wealth Management | 5,304 | $806.0K | 0.06% | +1,015+23.7% | Added |
| D. E. Shaw & Co., Inc. | 5,260 | $799.0K | 0.00% | +5,260 | New |
| Essex Financial Services, Inc. | 5,179 | $787.0K | 0.09% | +3,578+223.5% | Added |
| Lazard Asset Management LLC | 5,143 | $781.0K | 0.00% | −1,541−23.1% | Reduced |
| Busey Wealth Management | 5,130 | $780.0K | 0.03% | −646−11.2% | Reduced |
| Guyasuta Investment Advisors Inc | 5,112 | $777.0K | 0.06% | 00.0% | Unchanged |
| Virtu Financial LLC | 5,111 | $777.0K | 0.07% | +5,111 | New |
| NEXT Financial Group, Inc | 5,097 | $775.0K | 0.06% | +215+4.4% | Added |
| Fma Advisory Inc | 5,074 | $771.0K | 0.29% | +16+0.3% | Added |
| Investors Asset Management of Georgia Inc | 5,061 | $769.0K | 0.40% | −250−4.7% | Reduced |
| Tectonic Advisors LLC | 4,947 | $752.0K | 0.15% | +490+11.0% | Added |
| Mitchell & Pahl Private Wealth, LLC | 4,929 | $749.0K | 0.54% | −10−0.2% | Reduced |
| Bridges Investment Management Inc | 4,900 | $745.0K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 4,904 | $745.0K | 0.17% | −1,250−20.3% | Reduced |
| Founders Financial Securities LLC | 4,889 | $743.0K | 0.15% | +181+3.8% | Added |
| We Are One Seven, LLC | 4,616 | $743.0K | 0.09% | +29+0.6% | Added |
| Squarepoint Ops LLC | 4,867 | $740.0K | 0.01% | −57,368−92.2% | Reduced |
| Wesbanco Bank Inc | 4,872 | $740.0K | 0.03% | −314−6.1% | Reduced |
| HighPoint Advisor Group LLC | 4,841 | $736.0K | 0.07% | +30+0.6% | Added |
| Regent Investment Management LLC | 4,828 | $734.0K | 0.18% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 4,813 | $732.0K | 0.08% | +58+1.2% | Added |
| Symmetry Partners, LLC | 4,761 | $731.0K | 0.05% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 4,803 | $730.0K | 0.07% | +2,113+78.6% | Added |
| Haverford Trust Co | 4,797 | $729.0K | 0.01% | −5,066−51.4% | Reduced |
| Allstate Corp | 4,756 | $723.0K | 0.03% | −663−12.2% | Reduced |
| Koshinski Asset Management, Inc. | 4,688 | $712.7K | 0.06% | +1,507+47.4% | Added |
| Stevens Capital Management LP | 4,681 | $712.0K | 0.30% | +53+1.1% | Added |
| Bahl & Gaynor Inc | 4,624 | $703.0K | 0.00% | −5,239−53.1% | Reduced |
| JustInvest LLC | 4,625 | $703.0K | 0.06% | +1,022+28.4% | Added |
| Capstone Investment Advisors, LLC | 4,597 | $699.0K | 0.01% | +4,597 | New |
| Davenport & Co LLC | 4,541 | $690.0K | 0.00% | +108+2.4% | Added |
| Cetera Investment Advisers | 4,511 | $686.0K | 0.01% | −408−8.3% | Reduced |
| Quest Capital Management Inc | 4,515 | $686.0K | 0.13% | +22+0.5% | Added |
| Altium Wealth Management LLC | 4,470 | $679.0K | 0.05% | 00.0% | Unchanged |
| Loveless Wealth Management LLC | 4,460 | $678.0K | 0.41% | +720+19.3% | Added |
| Bremer Bank National Association | 4,447 | $676.0K | 0.13% | +230+5.5% | Added |
| Wealth Quarterback LLC | 4,638 | $675.0K | 0.45% | −137−2.9% | Reduced |
| Providence Wealth Advisors, LLC | 4,387 | $667.0K | 0.46% | −104−2.3% | Reduced |
| Mission Wealth Management, LP | 4,377 | $665.0K | 0.03% | −2,813−39.1% | Reduced |
| Bank of Hawaii | 4,370 | $664.0K | 0.04% | −45−1.0% | Reduced |
| GWM Advisors LLC | 4,362 | $663.0K | 0.02% | −395−8.3% | Reduced |
| Corient Capital Partners, LLC | 4,346 | $661.0K | 0.05% | −495−10.2% | Reduced |
| Intersect Capital LLC | 4,322 | $657.0K | 0.11% | +566+15.1% | Added |
| American National Registered Investment Advisor, Inc. | 4,311 | $655.0K | 0.24% | −13−0.3% | Reduced |
| Choate Investment Advisors | 4,285 | $651.0K | 0.04% | +5+0.1% | Added |
| Prospera Financial Services Inc | 4,276 | $650.0K | 0.03% | −184−4.1% | Reduced |